Please note that you cannot edit invoices that have been sent. If an invoice has already been sent and needs changing, you must create a credit note and then create and send a new invoice to the client.
If your invoice has not been sent, you can edit it easily.
- Go to "Invoices" in the main menu.
- Browse your invoices or use the search feature to find the invoice you want to edit.
- Click the three dots (...).
- Select "Edit" from the drop-down menu. If the option is not available, the invoice cannot be edited.
- Make the required changes. Complete all mandatory information and make sure all details are correct.
- Finish by saving your changes or sending the invoice to your client.